Expert insights to help make sense of your financial world.

Financial Planning

• Emergency Fund Cash
• 529 College Savings Plan Unused
• Your Adult Children and Financial Advisor
• Families and Financial Planning
• Relationships and Money Management
• Helping Others and Protecting Yourself
• The Conundrum of Financial Planning Math

Investing

• Single Stock Risk
• Fees 101
• Inflation Basics: Cost of Living
• Gold – A Precious Holding in Your Portfolio
• The Debate Over Dividend Stocks
• Investment Diversification – Part II
• Investment Diversification – Part I
• How to Invest Money
• Investing Strategies for Preserving Wealth

Taxes

• Choosing a Tax Preparer
• Tax Considerations of a Second Home
• Once I have filed my taxes… now what?
• New Year, New Required Minimum Distribution
• The New Mortgage Math
• Navigating Minnesota’s Residency Requirements
• Tax Projections: Be Proactive Now to Avoid a Surprise in April

Retirement Planning

• Retirement Savings Lost and Found Database
• Should My Portfolio be More Conservative in Retirement?
• 401K: What You Should Do When You Change Jobs?
• A Benefit I Can’t Wait to Use at 62
• When Can I Retire?
• Financial Independence: The New Dream
• Spring Cleaning Your Social Security Benefits
• Resources to Help With Aging on Your Own Terms